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iShares Short-Term National Muni Bond ETF
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Overview Fund Activity

755 hedge funds and large institutions have $7.68B invested in iShares Short-Term National Muni Bond ETF in 2024 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 286 increasing their positions, 295 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
755
Holders Change
-1
Holders Change %
-0.13%
% of All Funds
10.98%
Holding in Top 10
29
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.42%
New
65
Increased
286
Reduced
295
Closed
55
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$84.5M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$72.6M
3
Bank of America
Bank of America
North Carolina
+$35.6M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$24.2M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$15.1M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$144M
2
Jane Street
Jane Street
New York
-$100M
3
WL
WIT LLC
District of Columbia
-$71M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$30.4M
5
BlackRock
BlackRock
New York
-$29.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
276
Mutual Advisors
Nebraska
$1.96M +$4.21K +40 +0.2%
NWA
277
New World Advisors
Massachusetts
$1.9M -$178K -1,707 -9%
BMCM
278
Bryn Mawr Capital Management
Pennsylvania
$1.9M -$26.1K -250 -1%
SIA
279
Soltis Investment Advisors
Utah
$1.89M -$1.41M -13,483 -43%
MWC
280
MBM Wealth Consultants
Missouri
$1.83M +$613K +5,858 +50%
CG
281
Clarus Group
Texas
$1.82M -$4.78M -45,681 -72%
WFAG
282
Wescott Financial Advisory Group
Pennsylvania
$1.82M -$43.4K -415 -2%
AHC
283
Anderson Hoagland & Co
Missouri
$1.82M -$80K -764 -4%
CST
284
Charles Schwab Trust
Nevada
$1.81M -$65.3K -625 -3%
NFP
285
Narus Financial Partners
Utah
$1.79M +$229K +2,191 +15%
ACA
286
Aptus Capital Advisors
Alabama
$1.78M -$2.38M -22,734 -57%
WAM
287
WNY Asset Management
New York
$1.77M -$60.2K -576 -3%
BCM
288
Boltwood Capital Management
California
$1.76M +$155K +1,478 +10%
IA
289
IAM Advisory
Pennsylvania
$1.74M +$58.4K +559 +3%
MHR
290
Matthew Hamilton Rosenberg
$1.73M -$334K -3,202 -16%
DC
291
Davenport & Co
Virginia
$1.72M -$9.2K -88 -0.5%
PWM
292
Perigon Wealth Management
California
$1.71M +$421K +4,028 +33%
AR
293
Apeiron RIA
Texas
$1.7M +$14.2K +136 +0.8%
ATI
294
ARK & TLK Investments
Oklahoma
$1.68M +$20.9K +200 +1%
AI
295
Atria Investments
North Carolina
$1.68M -$569K -5,441 -25%
MCWS
296
McKinley Carter Wealth Services
West Virginia
$1.68M +$418 +4 +0%
AWS
297
Arkfeld Wealth Strategies
Nebraska
$1.67M -$35.9K -343 -2%
BHWA
298
Beacon Harbor Wealth Advisors
Virginia
$1.64M – – –
RJT
299
Raymond James Trust
Florida
$1.62M +$66.4K +635 +4%
JWS
300
Juncture Wealth Strategies
Arizona
$1.62M -$604K -5,774 -27%
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